Group 1 - The gaming stocks continue to decline, with New World Development down 4.35% to HKD 4.4, Galaxy Entertainment down 4.02% to HKD 41.54, Sands China down 2.23% to HKD 17.52, and Wynn Macau down 1.37% to HKD 5.76 [1] - UBS's latest report indicates that the average daily gaming revenue in Macau during the Spring Festival was approximately MOP 786 million, lower than market expectations of MOP 900 million to MOP 950 million per day [1] - Despite initial weak demand, the last three days saw a surge in revenue, reaching MOP 1.2 billion to MOP 1.3 billion daily, representing a year-on-year increase of about 10% to 15% [1] Group 2 - The average daily gaming revenue for the month to date is approximately MOP 650 million, reflecting a year-on-year decline of about 8% and a month-on-month decline of about 11% [1] - JPMorgan has adjusted its February gaming revenue forecast to flat to 2% year-on-year growth, down from a previous estimate of 2% to 5% growth [1] - Excluding seasonal and calendar factors, the forecast for total gaming revenue growth in the first two months of 2026 is adjusted to 12% to 13%, down from a previous forecast of 13% to 14% [1]
博彩股继续走低 春节假期澳门赌收不及预期 小摩轻微下调2月赌收预测
Zhi Tong Cai Jing·2026-02-26 02:48